Get the latest news, views, and expert analysis as the Money Marketing team speaks to leading guests about the industry’s hot topics.
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Join editor Tom Browne as he delves into the dramatic shift in the UK's political landscape following a historic election night. With Labour securing a staggering majority and the Conservatives facing a crushing defeat, Browne explores the implications of such a sweeping victory. Reflecting on past political landslides and their consequences, this …
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Pensions and Protection Podcast: Navigating Investment Risks at Different Life Stages
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In the third episode of Royal London’s pensions and protection podcast, Ken Scott, Head of Investment Solutions, discusses how advisers can balance insurance and investment to support their clients. He emphasizes the importance of insuring against uncertain events and planning for retirement, highlighting the benefits of starting early and using po…
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In Conversation With… John Canady: Navigating Philanthropy and Impact Investing
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In this episode of "In Conversation With...", host Kimberley Dondo sits down with John Canady, CEO of National Philanthropic Trust. Dive into the world of donor-advised funds and their impact on wealth management in the UK. Discover the evolution, benefits, and emerging trends in philanthropy, with a focus on sustainable and impact investing. John …
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Tune in to our latest Money Marketing podcast for a recap of June and a sneak peek at what's coming in our July issue. We also discuss what the Election could mean for financial advice. Don’t miss this special episode! Listen now: https://www.moneymarketing.co.uk/By moneymarketing
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Weekend Essay: Will I have enough to retire on? Who knows
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In this weekend essay, Lois Vallely explores the uncertainties of retirement planning. Despite early pension contributions and financial guidance from her dad, she worries about having enough savings for a comfortable retirement. Vallely discusses various factors affecting retirement needs and highlights the conflicting advice on required pension p…
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In Conversation With…Tessa Lee, Managing Director at moneyinfo
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On this episode of "In Conversation With...," host Kimberley Dondo sits down with Tessa Lee, Managing Director at moneyinfo, to dive into the findings from recent research by moneyinfo and Compeer. They explore the evolving digital landscape in financial advising, highlighting what high-net-worth investors now demand in digital services, the specif…
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Weekend essay: Why the future is broader than ‘full fat’ advice and wealthy clients
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In this Weekend Essay, Amanda Newman Smith argues for inclusive financial advice, traditionally reserved for the wealthy. She highlights the need for scalable, tech-driven solutions and praises firms offering subscription-based services and detailed benefits research. Smith hopes regulatory changes will spur innovation, making financial advice acce…
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In Conversation With... Steve Jordan, director and co-founder, Five Wealth
31:37
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In this episode of In Conversation With, host Lois Vallely chats to Steve Jordan, director and co-founder of Five Wealth. Jordan shares his views on why he believes the future lies in ESG portfolios, despite their current patchy performance. He also discusses his path into the financial advice profession and offers insights into what the future of …
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Weekend Essay: The benefits of bringing IFAs and VR together
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In this Weekend Essay, Darius McQuaid discusses how St. James’s Place (SJP) uses Virtual Reality (VR) to enhance training for Independent Financial Advisers (IFAs), improving empathy and vulnerability skills. Supported by PwC research, VR proves more effective than traditional methods. McQuaid humorously suggests VR zombie scenarios to make regulat…
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In Conversation With... Matt Storey, Head of Business Development at @sipp
28:48
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In this episode, Kimberley Dondo talks with Matt Storey about the impact of the DWP levy on SSAS, highlighting increased costs and alternative strategies for retirement planning. They explore the potential for non-standard assets like cryptocurrencies in SIPPs, the challenges of utilising property in pensions, and how AI can aid advisors in selecti…
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Weekend Essay: What advisers can learn from this hellish election campaign
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This episode explores Tom Browne's Weekend Essay on the chaotic election campaign and its lessons for financial advisers. Highlighting political blunders and public distrust, Browne draws parallels to the financial sector, emphasizing the importance of mastering basics, understanding client needs, and effective communication. Listen now:…
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Pensions and Protection Podcast: Adviser Incubator Program
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Join us in this episode as we explore the Adviser Incubator programme, developed by the Verve Foundation to support new and early-stage financial advice firms. Hayley Rabbets, Head of the Verve Foundation, and Chris Kane, Strategic Partnerships Manager at Royal London, discuss the programme’s goals, structure, and successes. Learn how this initiati…
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In Conversation With... Benjamin Mitchell, founder, Headsup Wealth
27:49
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In this episode of In Conversation With, host Lois Vallely talks to Benjamin Mitchell, founder of Headsup Wealth, about what it was like to set up his own directly authorised advice firm. They chat about some of the challenges and highlights of his journey from employed adviser to business owner. They also look at some of the biggest challenges for…
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Tune in to our latest Money Marketing podcast as we recap May and give you a glimpse of what's in store for our June issue. Don't miss this special episode! Listen now: https://www.moneymarketing.co.uk/By moneymarketing
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Weekend Essay: Millions of Brits risk sleepwalking into a retirement shock
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In this week's Weekend Essay, Momodou Musa Touray explores the looming retirement crisis facing millions of Brits. While politicians battle over policy pledges, a recent study by AJ Bell reveals that nearly half of British adults under state-pension age are uncertain about when they'll receive their pensions. With implications for retirement planni…
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Pensions and Protection Podcast: Boosting Workplace Pension Value
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Join us for the first episode in our new series of Royal London’s informative pensions and protection podcasts. In this episode, Rory Marsh, Customer Life Stage Director at Royal London, discusses how advisers can provide value and long-term financial resilience for workplace clients’ pension savings. Topics covered include: Financial planning deci…
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MM Talks: Episode 1 - Financial Advice in 2024
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Join us for a casual conversation with Lois Vallely and Kimberley Dondo, as we dive into the hot topics shaping the future of financial advice in 2024. We'll tackle Consumer Duty, regulatory challenges, the importance of mental health in the industry, and what lies ahead for financial advisers. This is your insider's look at the world of financial …
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Weekend Essay: Money matters – How Saudi Arabia’s influence is changing sport
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This week, Dan Cooper explores the transformative impact of Saudi Arabia's financial influence on global sports. From Cristiano Ronaldo's move to the Saudi Pro League to hosting the 2034 World Cup, Saudi investment is reshaping football, Formula One, golf, and more. As the Kingdom's Public Investment Fund (PIF) continues to expand its reach, the im…
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In Conversation With... Gee Foottit: How Mentorship & Diversity Are Shaping the Future of Financial Advice
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In this episode of "In Conversation With," Kimberley Dondo chats with Gee Foottit about the challenges and opportunities in the financial advice industry. They discuss recruitment, retention, the importance of diversity, and initiatives to attract talent from diverse backgrounds. Foottit also highlights "The Switch" podcast, which focuses on second…
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Weekend Essay: My plan for the end of the world
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In this week's episode, Lois Vallely shares her fascination with end-of-the-world scenarios, from zombie outbreaks to natural disasters. She explores the reasons behind this fascination and how it ties into the real-life threat of ancient viruses being released due to climate change. Additionally, she dives into the potential economic consequences …
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In Conversation With... Emma Collins, Partner at Weightmans
24:16
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In this episode of "In Conversation With," Kimberley Dondo talks to Emma Collins, Partner at Weightmans, about pre-nups, post-nups, and wealth protection in relationships. Collins discusses evolving trends in pre-nups, the rise of post-nups, key considerations in asset splitting during divorce, and common pitfalls in wealth protection. She also hig…
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Weekend Essay: How important is ‘passing trade’?
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In her Weekend Essay, Amanda Newman Smith shares a heartwarming anecdote from a local market visit, prompting reflections on customer relationships in businesses. She discusses the balance between transactional advice and long-term engagement in the financial sector, advocating for a nuanced approach that values all client interactions. Amanda high…
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In Conversation With... Paula Steele, Director, John Lamb Hill Oldridge
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31:07
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Join Kimberley Dondo in this episode of "In Conversation With" as she chats with Paula Steele, director at John Lamb Hill Oldridge, about protection financial advising. They cover tailoring protection plans, strategic use of life insurance for tax planning, recent tax law changes, common misconceptions, and future trends in life insurance for tax p…
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Weekend Essay: What my narcolepsy diagnosis has taught me about vulnerability
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In this Weekend Essay by Lois Vallely candidly explores her journey with narcolepsy, shedding light on the challenges and misconceptions surrounding the condition. From childhood struggles with sleep to finally receiving a diagnosis, Lois shares how narcolepsy has impacted her life and the adjustments she's making. Her story highlights the importan…
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Tune in to our latest Money Marketing podcast as we recap the ups and downs of April and give you a glimpse of what's in store for our May issue. Don't miss out on this special episode! Listen now:By moneymarketing
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In Conversation With Amy Browne: Investing in Minds for Sustainable Futures
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In this episode of In Conversation With, host Lois Vallely chats to Amy Browne, stewardship lead at CCLA, about how mental health fits within the broader movement of sustainable investment. They discuss whether investors care about mental health, and whether interest has grown in recent years. They also talk about how financial advisers can get inv…
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Weekend Essay: Why I think an adviser should apply to The Apprentice
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In his Weekend Essay, Darius McQuaid highlights the absence of financial advisers on BBC One's The Apprentice, suggesting they possess the skills needed to excel on the show. He encourages advisers to consider applying for future series, envisioning a potential intersection between advisers and the show. Listen now:…
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In Conversation With... Ian Lance, co-fund manager, Temple Bar
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21:17
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In this episode of "In Conversation With," Kimberley Dondo sits down with Ian Lance, co-fund manager at Temple Bar, to explore the evolving dynamics of the financial market. They discuss lessons learned from companies like NEXT, the shifting strategies for asset allocation in response to economic changes, the evolving perceptions of share buybacks,…
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Weekend Essay: Keeping those wedding costs in check
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In his Weekend Essay, editor Tom Browne discusses the changing dynamics of marriage in light of rising costs. With weddings becoming increasingly expensive, many couples are opting to prioritize other life goals, like buying a house. Browne shares insights into the financial challenges faced by couples today, highlighting the tough decisions many m…
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In Conversation With... Macey Greenall, Financial Adviser at Key Financial Wealth Management
31:05
31:05
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In this episode of "In Conversation With," host Kimberley Dondo sits down with Macey Greenall, Financial Adviser at Key Financial Wealth Management, about financial planning for athletes and broader financial advice. They discuss challenges athletes face, tailoring advice for high-earning athletes, and providing practical solutions for diverse clie…
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Pensions & Protection Podcast: Navigating Financial Priorities
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42:10
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Royal London’s Jamie Jenkins (Policy, Communications and External Affairs Director) is joined by Clare Moffat (Head of Technical and Marketing Compliance) from Royal London, Mike Barret from The Lang Cat, and Ben Alcock from Continuum, as they discuss Royal London’s latest research “The Meaning of Value”. Looking into what consumer’s value, how the…
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Weekend Essay: What financial advice can learn from WWE
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In her Weekend Essay, Kimberley Dondo uncovers surprising parallels between WWE and financial advice. From embracing spectacle to strategic planning and building trust, she reveals how advisers can learn from the world of wrestling to elevate their practice and guide clients to financial success.By moneymarketing
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In Conversation With... Peter Dalgliesh, chief investment officer, Parmenion
28:52
28:52
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2024 has been dubbed the “ultimate election year” with elections due to be held in around 64 countries, as well as the European Union. Should advisers be concerned about upcoming elections leading to possible market volatility? In this episode of In Conversation With, host Lois Vallely chats to Parmenion chief investment officer Peter Dalgliesh abo…
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Weekend Essay: Dead Unhappy: What’s the price of bad taste?
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In this Weekend Essay episode, Momodou Musa Touray explores the rise and fall of fintech disruptor DeadHappy. After a disastrous advertising campaign led to the withdrawal of support from insurance partners, DeadHappy ceased new customer acquisitions. Touray reflects on the company's bold marketing tactics, which garnered both fame and controversy,…
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In Conversation With...Ben Goss, CEO of Dynamic Planner
42:44
42:44
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In this episode, Kimberley Dondo and Ben Goss, CEO of Dynamic Planner, delve into the basics of AI in financial advice, distinguishing it from automation. They explore real-world examples of AI's application by financial advisers in the UK, along with its role in personalising financial plans, improving client acquisition, and streamlining operatio…
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Tune in to our latest Money Marketing podcast as we recap the ups and downs of March and give you a glimpse of what's in store for our April issue. Don't miss out on this special episode! Listen now:By moneymarketing
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What advisers can learn from the Iranian New Year
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Tune in to this Weekend Essay podcast episode as Darius McQuaid explores the rich traditions of the Iranian New Year, Nourouz, and its profound implications for financial planning. Discover the cultural significance of Nourouz traditions and how advisers can leverage these insights for client discussions. Listen now for a unique perspective on resi…
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In Conversation With...Mike Coop, CIO, Morningstar Investment Management
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19:16
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Join Kimberley Dondo and Mike Coop, CIO at Morningstar Investment Management, as they discuss key investment themes, risk mitigation strategies, and effective client communication in today's market. Gain insights on navigating uncertainty, leveraging technology, and staying informed for actionable advice. Listen now:…
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Weekend essay: Keeping an open mind on equity release
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7:22
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In this Weekend Essay episode, Amanda Newman Smith reconsiders equity release, drawing parallels to her experience restoring antique furniture. She explores the evolving market, debunking misconceptions and highlighting its potential benefits for those facing financial challenges in later life. Tune in now:…
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In Conversation With… Pension Lab founder Scott Phillips
24:06
24:06
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In this episode of In Conversation With, chief reporter Lois Vallely is joined by Pension Lab founder Scott Phillips for a chat about pensions. They talk about what is going on with the letters of authority process, whether the Consumer Duty will help, and how pensions dashboards will make the world of pensions easier to navigate.…
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Weekend Essay – Why doesn’t money grow on trees?
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Dive into this Weekend Essay with Dan Cooper as he takes us on a reflective journey through seaside adventures, children's innocent questions, and the vital role of financial education. Join the conversation on why money doesn't grow on trees and explore the ongoing debate surrounding financial literacy for children:…
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In Conversation With... Nick Henshaw, Head of Intermediary Distribution, Wesleyan
25:58
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In this episode of "In Conversation With," host Kimberley Dondo sits down with Nick Henshaw, Head of Intermediary Distribution at Wesleyan, to explore the shifting investment landscape. From guiding clients through market fluctuations to re-engaging with diverse asset classes, they delve into key strategies and challenges faced by advisers. Tune in…
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Weekend Essay: So you think the City isn’t sexist?
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Tune in to Lois Vallely's Weekend Essay as she explores gender dynamics in finance, touching on prevalent sexual harassment and the need for a more inclusive environment for women in the industry.By moneymarketing
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Podcast: Spring Budget 2024 Analysis with Chris Jones from Dynamic Planner
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In the latest episode of the Money Marketing Podcast, the editorial team is joined by special guest Chris Jones from Dynamic Planner to dissect the implications of the Spring Budget 2024. Together, they dissect the recently announced Spring Budget 2024, analysing its key measures and potential implications for various aspects of the financial lands…
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In Conversation With... Cathi Harrison, CEO at The Verve Group
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In this episode of In Conversation With, Lois Vallely is joined by Cathi Harrison, CEO at The Verve Group, as they delve into the challenges and opportunities facing financial advisers. With International Women's Day on the horizon, they also explore what's needed to attract diverse talent and more women into the industry. Listen now:…
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Weekend Essay: New mums have enough on their plate without dangerous ‘advice’ to contend with
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In this Weekend Essay, Maria Nicholls delves into the world of parenting podcasts, shedding light on the dangers of misleading financial 'advice' for new mums. Tune in for a thought-provoking discussion on securing financial futures amidst the challenges of motherhood.By moneymarketing
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Tune in to our latest Money Marketing podcast as we recap the ups and downs of February and give you a glimpse of what's in store for our March issue. Don't miss out on this special episode! Listen now:By moneymarketing
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In Conversation With... Amyr Rocha Lima, managing director, Strategic Wealth Partners
41:56
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In this episode of “In Conversation With”, host Lois Vallely chats to Amyr Rocha Lima – chartered financial planner and co-founder of Strategic Wealth Partners, which launched in September last year. They talk about what it was like launching a brand-new advice firm, how AI can help advisers become more efficient, and the topic on everyone’s mind a…
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Weekend Essay: And now for something completely familiar
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In his Weekend Essay, Tom Browne delves into a spat between ex-Monty Python stars Eric Idle and John Cleese, shedding light on their history of bickering and the financial challenges faced by Idle at 80. Listen in for a quick exploration of fame, fortune, and the importance of sound financial planning:…
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In Conversation With... Franklin Templeton's UK Country Head, Martyn Gilbey: Insights into Asset Management and Market Trends
41:03
41:03
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Gain insights into the asset management landscape with the latest episode of "In Conversation With." Host Kimberley Dondo engages in a thought-provoking discussion with Martyn Gilbey, UK Country Head at Franklin Templeton. Delve into topics such as Franklin Templeton's strategic focus, prevailing market trends, evolving client demands, and more. Li…
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